Christopher M. Hodgson Jr.

Chris joined Coastal Financial in 2022, bringing over a decade of experience helping high net worth clients navigate complex financial decisions. He specializes in developing and reviewing comprehensive financial plans, combining deep market insight with a practical, results-driven approach.

Chris began his career at Fidelity Investments, supporting advisors in portfolio construction, market analysis, and client positioning. At UBS, he worked with a top advisor, constructing, reviewing, and analyzing client investment portfolios while developing tailored financial plans. Following UBS, he served as the sole Financial Planner for a top RIA in Tampa with over half a billion in assets under management, running the department and leading all client financial planning before transitioning to a Financial Advisor role within the firm.

He has completed the Boston Institute of Finance CFP® curriculum and is currently a candidate for CFP® certification through the Certified Financial Planner Board of Standards, Inc. Chris holds insurance licenses and FINRA Series 7, 63, and 65 registrations.

Active in his community, he serves on the Finance Committee for United Way New Bedford and is an active member of the Prince Henry Society. He lives in Westport, MA with his fiancée, Molly, and enjoys traveling, exploring craft breweries, and cheering on Florida State football.